Reports: Apple TV

Browse all of our reports, featuring our analysts' expert insights and analysis of audience segmentation, emerging trends and technologies, value chains, market shares, predictions and more – backed by our proprietary survey data and bespoke models & forecasts. Become a subscriber to get new ones every month, or just pick one to get started.

US SVOD consumer podcast engagement
Audio is the new spinoff

Cover image for US SVOD consumer podcast engagement

Annie Langston

June 2023

Apple

Apple

Spotify

As consumer attention fragments across platforms and content types, it is increasingly important for both streaming subscription video services and podcast creators to maximise their content reach. For streaming subscription video on demand (SVOD) services, podcasts provide new opportunities to reach and retain audiences.

Live sport 2.0
Capturing younger audiences with the creator economy

Cover image for Live sport 2.0

Ben Woods

June 2023

YouTube

Apple TV

Twitch

The funding model for live sports has created fissures between older viewers who can afford to pay a premium for live access and younger audiences who either cannot, or do not want to. While older generations are accustomed to paying for access to content, younger generations grew up in a world with accessible content galore.

US millennial snapshot
A looming generational blind spot

Cover image for US millennial snapshot

Kriss Thakrar and Tatiana Cirisano

April 2023

Spotify

YouTube

Deezer

In the US, 25-34-year-olds are the music industry’s most valuable segment. Yet their relationship with streaming is tenuous. Streaming is not meeting these consumers’ need for a more social, less algorithm-driven experience. What is more, they appear most likely to give their subscriptions up.

Rebooting video fandom
Games as a video streaming genre

Cover image for Rebooting video fandom

Tim Mulligan, Karol Severin, Perry Gresham, Samuel Griffin and Ben Woods

March 2023

Apple

Apple TV

Netflix

With gamers being mainstream, video streaming services and their content offerings can benefit by increasing focus on the preferences of gamers. Crucially, this enables subscription video on demand (SVOD) services to drive engagement, broaden reach and improve retention.

Podcast videos
Format blurring expands podcasts’ future

Cover image for Podcast videos

Annie Langston

February 2023

Creators

Apple

Spotify

Podcasts are breaking out of traditional audio and entering the video space, as nearly a quarter of consumers now watch podcast videos monthly. Visual elements for podcasts are becoming a crucial tool to reach new audiences and engage current listeners.

Reintroducing scarcity
How entertainment can find value amid the growing digital clutter

Cover image for Reintroducing scarcity

Hanna Kahlert

February 2023

Apple TV

Disney

Instagram

Games, sports, music, video, audio, and social content all compete not only for consumers’ attention (and money), but also their fandom. However, the oversaturation of content is devaluing entertainment itself, by overly commodifying it. Entertainment businesses and content providers will need to rethink how to generate better value for audiences, especially if they want to make true fans of those audiences – especially in an environment of recession (both in the global economy and consumer attention).

Nightlife in the new normal
Remote work shifts the entertainment balance

Cover image for Nightlife in the new normal

Tatiana Cirisano and Perry Gresham

January 2023

Apple TV

Netflix

Twitter

Coronavirus pandemic work patterns are now ingrained in the United States, where 42% of consumers work from home and a fifth are hybrid workers. In the ‘new normal’, home workers spend less time on both digital and in-person entertainment compared to those who commute.

Audiobook consumer profile
Following in podcasts’ footsteps

Annie Langston

January 2023

Apple

Spotify

YouTube

The audiobook market is at an important stage of its evolution. Similar to podcasts, the niche format is trying to grow amid heightened competition for consumers’ time and attention, while the looming recession puts subscriptions growth and retention under pressure.

The great movie reset
How films can drive higher income spending in video

Cover image for The great movie reset

Tim Mulligan

December 2022

Apple

Amazon

Apple TV

The role of film in popular culture and the evolution of video streaming has reached an inflection point. After the near death of the box office in 2020, and the subsequent shattering of the box office window by studios desperate to generate returns on pre-Covid investments, film is once again at an inflection point.

Podcast market value chain
The next investment is the listeners

Cover image for Podcast market value chain

Annie Langston

October 2022

Creators

Apple

Spotify

Investments from major audience platforms in audio infrastructure, such as hosting platforms and advertising, kickstarted the growth of the podcast market. With the basic infrastructure now in place, it is time for the major platforms to focus on growing the format by expanding listenership and user experience.

The shift indoors
Entertainment audiences’ search for the affordable and the meaningful

Cover image for The shift indoors

Hanna Kahlert

September 2022

Apple TV

Netflix

Disney

The Covid-19 entertainment boom is over; we are now in a highly competitive attention recession characterised largely by the attention inflation driven from accelerating rates of multitasking. This is compounded by serious global events and a cost-of-living crisis which will reduce the money audiences have available to spend on digital entertainment.

Hybrid shock
How ads will change SVOD

Cover image for Hybrid shock

Tim Mulligan

August 2022

Amazon

Apple TV

Netflix

The combined effects of market saturation for subscription video on demand (SVOD) alongside a growing cost-of-living crisis are forcing pureplay SVOD services to modify their ad-free propositions. Disney-owned Hulu has demonstrated the viability of an ad-supported SVOD basic plan, which now offers a blueprint for Disney+ and Netflix.

Podcast monetisation and remuneration
Balancing creator and platform needs

Cover image for Podcast monetisation and remuneration

Annie Langston

August 2022

Creators

Apple

Spotify

Audio platforms traditionally monetise through advertising and, to a lesser degree, listener subscriptions. However, with the rise of the creator economy and more creators entering the podcast space, platforms must bulk up their offerings for creator monetisation as well.

Attention recession impacts on D2C growth

Cover image for Attention recession impacts on D2C growth

Richard Broadhurst

July 2022

Subscriptions

Streaming

Spotify

Weekly active user (WAU) penetration for the top streaming services is now slowing with quarter-on-quarter growth effectively flat for the leading subscription video on demand (SVOD) services. Peak attention is now clearly here for video. The looming attention recession, which is already impacting the wider digital entertainment landscape, will exacerbate the greater underlying disengagement trends such as cancelling subscriptions that are starting to impact on video.

Audio consumption
The entertainment aficionado opportunity

Cover image for Audio consumption

Annie Langston

May 2022

Spotify

Amazon

Google

Streaming platforms are continuing their investment in podcasting despite relatively slow adoption from listeners. Identifying enthusiastic consumer segments will be crucial to accelerating audience growth. Entertainment aficionados (i.e., those who spend more than the average time and money on specific entertainment formats) in music, games, and video streaming show the signs of being fit for such a market.

Audio consumption
The entertainment aficionado opportunity

Cover image for Audio consumption

Annie Langston

May 2022

Spotify

Amazon

Google

Streaming platforms are continuing their investment in podcasting despite relatively slow adoption from listeners. Identifying enthusiastic consumer segments will be crucial to accelerating audience growth. Entertainment aficionados (i.e., those who spend more than the average time and money on specific entertainment formats) in music, games, and video streaming show the signs of being fit for such a market.

Video discovery
The new streaming battleground

Cover image for Video discovery

Tim Mulligan

January 2022

Discovery

Amazon

Apple TV

Now that video streaming consumer activity is mainstream (Netflix WAU is currently at 59%), the challenge is for video to maintain its dominance over competing media formats. At the heart of all this is surfacing relevant content – an area where TV has traditionally dominated.

Consolidation and retention
How D2C is now driving video M&A strategy

Cover image for Consolidation and retention

Tim Mulligan

November 2021

Apple

Amazon

Streaming video

The D2C big bang moment of 2019/2020 opened up a new offensive front for media majors as they competed with the communications and tech majors for streaming audience market share, which was previously lost to the SVOD insurgents. Pureplay media players responded via defensive consolidation and / or selling themselves to more motivated competitors.

The rise of the silver streamer
55+ demographic reshapes video streaming

Cover image for The rise of the silver streamer

Tim Mulligan

April 2021

Amazon

Amazon

Apple TV

2020 brought video streaming into the mainstream, resulting in an aging consumer base as later adopters embraced the digital-first behaviour. With binge viewing typically occurring at the start of on-demand familiarisation, these new streaming subscribers are at risk of succumbing to accelerated churn rates, as savvy switching is likely to follow.

The Great Reaggregation
Lockdown, Demand and Consolidation

Cover image for The Great Reaggregation

Tim Mulligan

January 2021

Amazon

Amazon

Apple TV

COVID-19 removed the constraints imposed by peak attention, leading to a surge in home-based entertainment consumption and streaming adoption. Fortuitous timing, enforced home working and the end of the commute, tied in with the need to entertain home-bound children, has greatly accelerated direct-to-consumer (D2C) adoption.

1
2
3
›

Showing 1 to 20 of 48 results.